Alaris Royalty Corp ALARF

Recession or slow growth in 2019-2020 and Alaris Strategy

[graffiti99]

Hi all. I’m a holder of Alaris for some time now. I like the business. But storm clouds are forming on the macro economic horizon. Many analysts are recommending to raise cash, play a little defence into 2019 and 2020. Some are using the “R” word too. (Recession). May I have your opinion please on this statement:

Alaris will sell off when one or two of its companies experiences difficulties during the next period of slow growth or recession. Because they have a stable of small, private businesses, they are more vulnerable. Alaris is great coming out of a recession, not at the end of the business cycle.

thanks in advance, good luck all

[Capharnaum]

Imo you should probably send this to IR. The recession scenario is a recurring fear that has been talked about a couple of times already in the past 5-7 years. It could happen in 2-5 years, hard to predict. What I know is that right now, some of Alaris' investments can't even respond to the current demand, so even if demand was to tail off some, it wouldn't be a problem. Alaris newer

[digitel]

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[Capharnaum]

When was the last time the US paid net debt? Are you implying they'll suddenly raise taxes? If not, then it has no bearings on the economy. That's not sound math either. As to recession, it usually happen when demand goes down and isn't overcompensated by rising offer. So far, demand has stayed strong.

[QuantGuru]

I'd agree with that statement. Also, I have some concern about their latest investments (as I was doing some research on latest partners) - hope they were not done just for the sake of "adding another partner'. Hope proper due diligence was done.